Note: Projects and contracts are each a type of SurePact record.
A SurePact project is any public-serving action that requires funding to complete. A project could be what your organisation will be doing with money awarded via grants by one or more funding bodies. A project can also be fully funded by your organisation.
Examples of a project could include:
- Renovation of a playground
- Building a community center
- Public park cleanup
A contract is created as part of a project, representing work done by outside organisations or companies (contractors) as part of project completion. A contract is a financial agreement between the organisation and the contractor selected to perform the work.
Examples of project activities requiring a contract could include:
- Electrical wiring in a public building, to be done by ABC Electricians
- Geotechnical analysis of a site, to be performed by ABC Engineers
- Website creation and social media promotion, to be designed by ABC Marketing
The Projects module is where you can track the entire lifecycle of all projects and contracts to which you have access.
There are three phases in the project / contract lifecycle:
Initiation and Planning
- Project setup: The Project Manager completes foundation questions to create and define the project.
- Project risk profile / risk approval: The Project Manager defines the risk profile; Project Risk Approver approves.
In Delivery
- Delivery: The stage for most of the delivery works to be completed. This is where contracts are created and managed.
Review and Closeout
- Closeout Risk Profile: Upon project and contract completion, the Project Manager completes the closeout report.
- Closeout: All contracts are finalized.
- Project Archived: Project is archived in SurePact for future reference.
Ready to get started? Read about the Projects summary and how to create a new project.
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